7108 results found
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Add existing document as content block
User is able to insert a (presumably smaller) document into a (presumably larger) document from the content block menu. So you would essentially add this in the same way you are able to insert a content block, but you're able to search for and select an existing document for insertion. Any variable values would lock and essentially be hard-coded into the receiving document.
3 votes -
Option for Payment window to populate without having to 'Finish' document
Ability for signers to pay without having to finish document
3 votes -
Add new public API to download a PDF version of a Template
From the API there is no way to download a PDF format of a Template
3 votes -
remove the owner from being copied on every notification for all licenses
Remove the owner from being copied on every notification for all licenses
3 votes -
quote builder block for cash, card and finance charges
Whenever a user insert/add line items, there should be options for Cash, Credit Card, and Finance Charge above that would provide the total amount based or according to these options that the customer will choose.
3 votes -
Modify the sales receipt in Quickbooks
Once the payment is made, we create sales receipt and product in Quickbooks that corresponds to the document name. It would be better to modify the behavior and put a focus on the products in the pricing table:
1) Quickbooks looks for pricing table and products in it (by name);
2) If there is a match, product is put to Sales receipt;
3) If there's no match, new product is created and put to Sales receipt;
4) If no products are found, put eithe the document name or some default option (i.e. Payment made [Date of payment])3 votes -
audit trail available on the signed document (not in the editor) within the signature field
audit trail link or option within the signature field - before or after the recipient signs the field
3 votes -
3 votes
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Smart Content: restrict adding more than one condition within one rule
Restrict users from adding more than one condition to the rule within the Smart Content Block.
3 votes -
Salesforce: product description mapping
Option to pull the product description from several fields in Salesforce into the Description under the Name column in the pricing table
3 votes -
Signature block rotation
The client wants to be able to rotate the signature box so he can put it on the side, vertically
3 votes -
Download more than 300 documents at one time
Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674
Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.
3 votes -
API Improvement (total value added to this endpoint to reduce API calls)
total value added to this endpoint to reduce API calls
3 votes -
Content Library syncing to multiple workspaces
It would be nice to have this feature when you update a document from the content library and will sync to all your workspaces as this would save time and you will not update each workspace.
3 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
3 votes -
Create a group of content added to one folder in the content library and select in to the Smart content
Create a group of content added to one folder in the content library and select in to the Smart content
3 votes -
add a signature date to the HubSpot deal once the document is signed via Automations
add a signature date to the HubSpot deal once the document is signed via Automations
3 votes -
Ability to rename documents in bulk
We have this license number we have from DPS, its on all the docs we have and it needs to be updated
3 votes -
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word
add a formula to add up a row in a table (not pricing table) - similar to what you can do in word. Just have Item/description/amount in a row and then add up the amount column
3 votes -
Export Contacts who have not completed documents sent to them
To export the contact info for all contacts that have been sent a document to sign but have not signed.
3 votes
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